DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

M•• M••••••••• L••

Asset manager (funds and pooled vehicles)Annapolis, MarylandCRD 338513SEC 801-134869websiteIAPD
Latest filing Apr 5, 2026
First filing on the tape Dec 2, 2025 · 3 filings
SEC status approved since Dec 8, 2025
RAUM
$458M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$458M as of Apr 5, 2026
Dec 2, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 5, 2026
Dec 2, 20250 then
Employees (5.A)7 as of Apr 5, 2026
Dec 2, 20257 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 5, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$65.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$458M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
7reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • S•••••••• J•••••••• E••••• · Partnercontrol
        since 08/2022 · owns less than 5%
      • W•••••••• D••••• S•••• · Chief Executive Officer Chief Compliance Officercontrol
        since 01/2022 · owns less than 5%
      Entity owners
      • D•• H••••••• L•• · Owner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 0 to 7
        Feb 3, 2026 to Apr 5, 2026
      • Advisory employees · 5 to 6
        Feb 3, 2026 to Apr 5, 2026
      • Pooled vehicle clients · unset to 7.0
        Feb 3, 2026 to Apr 5, 2026
      • Discretionary RAUM · $0 to $458M
        Feb 3, 2026 to Apr 5, 2026
      • Pooled vehicle RAUM · unset to 457990215.0
        Feb 3, 2026 to Apr 5, 2026
      • RAUM · $0 to $458M
        Feb 3, 2026 to Apr 5, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/mre-capitalreportedpublic record, Form ADV, Sep 19, 2026
      Website
      m•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      301-708-9294reportedpublic record, Form ADV, Apr 5, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026